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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

457 hedge funds and large institutions have $3.68B invested in Schwab US Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
-10
Holders Change %
-2.14%
% of All Funds
9.39%
Holding in Top 10
53
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-15.87%
% of All Funds
1.09%
New
36
Increased
186
Reduced
183
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$190M
2
Charles Schwab
2
Charles Schwab
California
$606M
3
Ameriprise
3
Ameriprise
Minnesota
$244M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$52.6M
5
BlackRock
5
BlackRock
New York
$34.3M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$18.2M
2
Jane Street
2
Jane Street
New York
$1.82M
3
Bank of America
3
Bank of America
North Carolina
$54.5M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$45.5M
5
TF
5
TimeScale Financial
Massachusetts
$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
151
Marquette Asset Management
Minnesota
$2.3M +$471K +16,750 +26%
AIM
152
AMI Investment Management
Indiana
$2.29M -$71.2K -2,532 -3%
SWM
153
SeaCrest Wealth Management
New York
$2.25M -$40.8K -1,450 -2%
GCA
154
Gradient Capital Advisors
California
$2.25M +$41.7K +1,482 +2%
Baird Financial Group
155
Baird Financial Group
Wisconsin
$2.18M -$55.8K -1,984 -2%
BWL
156
Bogart Wealth LLC
Virginia
$2.13M +$165K +5,860 +8%
BSAM
157
Blue Square Asset Management
New York
$2.1M -$301K -10,714 -13%
WIA
158
World Investment Advisors
California
$2.05M +$2.05M +72,438 New
Jane Street
159
Jane Street
New York
$1.82M -$70.8M -2,518,940 -98%
RG
160
Retirement Group
California
$1.8M +$1.8M +64,086 New
AG
161
Appleton Group
Wisconsin
$1.77M -$73.6K -2,616 -4%
BRWA
162
B. Riley Wealth Advisors
Florida
$1.74M +$29.7K +1,056 +2%
SCA
163
Strategic Capital Advisers
Colorado
$1.67M +$81.3K +2,892 +5%
TCM
164
Twele Capital Management
Minnesota
$1.64M +$133K +4,738 +9%
FC
165
FCA Corp
Texas
$1.61M -$59.6K -2,118 -4%
EWA
166
EP Wealth Advisors
California
$1.59M +$135K +4,788 +9%
AACR
167
ACR Alpine Capital Research
Missouri
$1.58M +$220K +7,840 +16%
PFM
168
Phillips Financial Management
Indiana
$1.56M +$21.9K +780 +1%
BAM
169
Baldrige Asset Management
Pennsylvania
$1.53M +$12.6K +448 +0.8%
MFGP
170
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.52M +$40.8K +1,452 +3%
LFA
171
Landmark Financial Advisors
Kentucky
$1.52M -$93.4K -3,326 -6%
NYLIM
172
New York Life Investment Management
New York
$1.51M +$1.51M +53,760 New
CFO
173
CVA Family Office
Colorado
$1.51M +$128K +4,544 +9%
LWM
174
Laidlaw Wealth Management
New York
$1.49M -$8.89K -316 -0.6%
VAS
175
Valicenti Advisory Services
New York
$1.48M +$1.1M +39,166 +295%
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